Chi Lam

Chi Lam, CFP®, ChFC®, RICP® has been working in the financial services industry since 2006. Chi began their career as a Mortgage Banker at Apex Lending in 2006. In 2008, they moved to JPMorgan Chase as a Financial Advisor. In 2010, they joined Prudential Financial as a Regional Sales Consultant. In 2017, they joined RightCapital as a Sales Executive Lead, and later became a Senior Sales Associate and Senior Product Support.

Chi Lam, CFP®, ChFC®, RICP® has an extensive education history. Chi obtained a Bachelor's degree in Economics from the University of Connecticut between 1996 and 2000. In 2013 and 2014, they earned a RICP® Retirement Income Certified Professional from The American College of Financial Services. In 2020 and 2021, they earned a ChFC® Chartered Financial Consultant from The American College of Financial Services. Additionally, they obtained a Certified Financial Planner (CFP) from the CFP Board in December 2022 and a Chartered Financial Consultant (ChFC) from The American College of Financial Services in September 2021.